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How We Use Notion As An Agency

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We run the whole entire agency from Notion and Slack (with a dash of Google Sheets thrown in).
Planning, meeting agendas, KPIs, initiatives, databases, content, scheduling, etc etc - that’s all done in Notion.
Our wonderful ops manager, Lisa, handles most of it…
But there are a few hidden tricks I’ll wager you don’t know about.
So, I shot a video of how we use Notion as an agency.
And if you’re using an expensive project management software - or no management software at all - I’m betting you can create significant improvements by doing away with that and just using Notion.

Опубликовано:

5 сен 2024

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Комментарии : 162

@RachidElagzi 4 месяца назад

This is very helpful. basically, a successful business requires a well-optimized work process and operation. thanks again.

@iamjagold 8 месяцев назад

This is AWESOME. There's so many videos about Notion for all types of use cases, but I haven't found anything that resembles the level of business complexity and robust tracking that is applicable to me and what type of business I am creating. You're really helps me see a lot more capabilities in Notion. I hope you've got more Notion videos that are slower and dive more deeply in to this system, as I'm taking notes and building out my platform right now.

@gregoryjhickman 8 месяцев назад

Glad it was helpful!

@nimCreative 8 месяцев назад

My agency has used a bunch of software in the past. This year I will be looking more into Notion. Thanks for this video. Super helpful to get another agency owners take on things.

@gregoryjhickman 8 месяцев назад

yeah i've tried every tool possible. Notion is amazing for us and can easily manage a team to $3M+

@AbdullaHernandez Год назад

As a beginning project manager whos just re entering they professional world, and is just now learning Notion, this was incredibly helpful and useful. Thank you so much for this video, I'm really looking forward to more in depth views like this. If you could really get into the weeds and have some of your employees take us through the process of how they build out some of these amazing features, or if you could share a template, that would be amazing as well. Subscribed!

@gregoryjhickman Год назад

you're welcome

@jerodjax Год назад

I'd love a deeper dive into some of this. I know as an agency you don't neesesarly want to show all your processes/SOP's and stuff but maybe a duplicated version with generic content or placeholders. I'd even love this as a template which people could duplicate. In the process of really getting my company on notion and trying to figure out the best way to track KPI's on there

@gregoryjhickman Год назад

Our clients get access to the relevant items. Working on a more in depth tour

@bennieburger3153 9 месяцев назад

That was such a quick run through of a comprehensive overview of using Notion. Thank you for producing this video. Just goes to show - You don;t REALLY have to post super long videos to get into the details of something like this.

@gregoryjhickman 9 месяцев назад

Glad you enjoyed it

@TheVibeExpedition 5 месяцев назад

top level dashboard for sales and marketing productivity, and how data get real time input or feed into notion to update it without manually doing so

@davmuz Год назад

Super! My Notion setup is similar. I have a home for each department (sales, operations, marketing, finance, administration) and a dashboard for each major role (sales, project manager, accountant, developer).

@gregoryjhickman Год назад

Love it!

@pandaosa9 Год назад

I love Notion! I'd love some video tutorials on how you created your button Notion system.

@lisatalkslocal Год назад

Love this video! Only issue was the constant switching back and forth to the text slide was killing me. LOL Like you, i've tried ALL the apps but Notion is what i've stuck with. Definitely pulling some things from your video to incorporate in my setup. Thx!!

@darrinfraser Год назад

Thanks for sharing. I run a video production company and have been searching for something for a long time. I spend my time managing projects/clients and people. Would love to offset this load across more people and especially get stuff out of my head so I can be much more effective. Not to mention harness growth potential by using good tools to manage all of the STUFF.... Thanks and I'll check out the other video you reference at the end of this video.

@gregoryjhickman Год назад

Let me know how we can help

@gavinwiener Год назад

What have you tried so far? What I've found setting up project management tools for myself and for clients is to not overthink if it you're just starting. With a video production company, sounds like you'd already have step by step processes whether they're down on paper for not. So that's an easy place to start. And they're GOING TO change and evolve. I'd start to note down things like, are there templates you use for meetings. Are there templates you use for cade study writeups, etc

@gregoryjhickman Год назад

@@gavinwiener I have a framewok I follow for sharing case studies yes.

@meganlarkins8151 5 месяцев назад

Just used this to replicate a ton of pages in my own notion dashboard. I came across this upon doing research looking to build out a notion dashboard to fit my agency needs, and this was epic. Had to leave a review and ask if I could credit you for this? As I feel like I just robbed your agency of this bomb setup!!

@gregoryjhickman 5 месяцев назад

Enjoy. I’ve updated since this video. V2 coming out soon with templates for sale later this year.

@bexheth1 Год назад

Great video, very useful overview and inspiring how to get organized better. Would love to see the content calendar, sales and marketing sections in more detail.

@gregoryjhickman Год назад

added to the list

@bexheth1 Год назад

@@gregoryjhickman awesome, thank you- looking forward to more great content ❤️

@victorakingbade2402 Год назад

I second this. Thanks for the video, Greg!

@onebasemedia1166 4 дня назад

Amazing, we use ASANA, but this is great.

@gregoryjhickman 2 дня назад

awesome!

@courtneylynnd 9 месяцев назад

I would love to see it from an employee perspective if possible before going through and trying to set it up.

@gregoryjhickman 9 месяцев назад

Noted!

@anthonycalvetto 6 месяцев назад

This was a great video me as a new business owner. I would love for you to explain how to set up Notion because it looks like a lot to set up and a lot to be confused on.

@JoseHernandez-so2ot 8 месяцев назад

Thanks for the great video and for the info.

@gregoryjhickman 8 месяцев назад

Glad it was helpful!

@LiveInSteamboatSprings 8 месяцев назад

Your usage of Notion is phenomenal. Great video!

@gregoryjhickman 8 месяцев назад

Thank you kindly!

@watchuslead Год назад

Thanks for the video. I'd love to see how you've reduced down slack channels with your use of Notion.

@joyalice.tiktok Год назад

Really useful, thank you so much for sharing this!!! Really appreciate!!! Love from Vietnam 🇻🇳

@gregoryjhickman Год назад

You're welcome

@UMAnnie305 6 месяцев назад

That pot of gold was epic. Need that!

@gregoryjhickman 6 месяцев назад

It serves us well. :)

@SuperFudgeEater5 Год назад

would love to use this for my business. Incredible setup

@gregoryjhickman Год назад

Not available to the public yet but stay tuned.

@jessicaaguirre3597 3 месяца назад

Is it available yet? @@gregoryjhickman

@user-ly3kc8ko6n 9 месяцев назад

Thanks Greg. Very interesting to see how you guys are using Notion. At the moment we're setting something similar up for our own agency. What would interest me is how you manage your client communication. Do you use a separate CRM system and link it up to notion? There are templates for Notion to build a CRM but email communication with clients has to be synced with Notion manually (or through zapier or Make which we'd rather not). Could you share a bit about your CRM solution? Thanks man, keep up the great content 🤘

@gregoryjhickman 9 месяцев назад

We don't do client communication in notion really.

@fatou1feuze 8 месяцев назад

Hello Greg, This video is top notch and I keep coming back to it. Do you happen to sell this template for other business owners ? I don't have an agency, but it could be usefull for me neverthelss

10 месяцев назад

As a normal guy who is trying to manage his business, this is so much information! I already make good money but I know there is no way to grow my business without this kind of stuff, should I do a project manager course or something like that? Or just hire someone who does that for me?

@gregoryjhickman 10 месяцев назад

I’m a normal guy. I started small and then my ops manager helped build out things as well. It grows and evolves each month. Just start on the pieces you need.

@brayanpena4036 Год назад

This is awesome!!!! Long tiene waiting for this, would love more of this Greg!

@gregoryjhickman Год назад

What else would be helpful?

@davmuz Год назад

@@gregoryjhickman How do you manage complex projects and customer's requests in Notion.

@gregoryjhickman Год назад

@@davmuz We don't do customer stuff in Notion. as a training business there are templates we give them for the business operating system we give to our clients and we have a one page Notion doc that has a lot of critical numbers for clients but client management is not happening in Notion. Complex projects...well we keep things simple and then we create project "dashboards"every quarter that are home to the 3-5 initiatives for the quarter

@angelachanelhuang1651 10 месяцев назад

friends are your support group

@JeremyMuradesign Год назад

Notion is great been using it in my business too, show some more brother.

@gregoryjhickman Год назад

What would you like to see?

@pmexplore 6 месяцев назад

I'd love to see what you ask each team member their end of day report.

@taboogrowagency 3 месяца назад

For your startup routine page, do you have it repeat each day? Or do you not click the checkboxes?

@gregoryjhickman 3 месяца назад

Just as references

@MoritzMartin1 Месяц назад

Great video. Do you have any scalability issues with notion and need to optimize for it or is everything e.g. search running as fast as on day one?

@gregoryjhickman Месяц назад

Haven’t had any issues yet.

@NickParodi 2 месяца назад

Really useful video, thank you

@gregoryjhickman 2 месяца назад

You're welcome!

@TylerBasu Год назад

Great video Greg! You've convinced me to make the switch to Notion =)

@gregoryjhickman Год назад

lol nice!

@mikemurphy247 Год назад

This is awesome Greg! I keep checking out Notion and getting called back to it so I know it's in my future. The task of building it out is daunting so if you happen to create a template, I'd be into buying that.

@gregoryjhickman Год назад

working on something for ya.

@mikemurphy247 Год назад

@@gregoryjhickman you're a rockstar. Looking forward to it...and subscribed!

@tonywagner5006 Год назад

I’d be open to purchasing this template as well. Please let me know if that’s possible .

@bencraughwell Год назад

@@gregoryjhickman do you have a template by any chance? thank you

@gregoryjhickman Год назад

@@bencraughwell Not available to the public yet.

@marketinghaque 5 месяцев назад

Y-O-U 🙂 S-A-V-E-D 🙂 M-E I was tired of trying all different apps. None of them were fully completed, Notion integrates where they lack. BIG THANKS 🤝

@gregoryjhickman 5 месяцев назад

🤙🏼

@ZettoBlaze 18 дней назад

Can You share your notion setup?

@jestruck 3 месяца назад

Best way to use notion: Start and grow with it Keep returning Improve weekly Easy

@sorenlynge 9 месяцев назад

Amazing video Greg! I run my own email marketing agency (only have 1 freelancer working with me), but I really need to get more track on everything on the backend of my agency as it's a mess on the day-to-day tasks, but also want to make it easier for myself and my future bigger team down the line... but my question is; do you have any templates to import into notion for a free plan or what paid?

@gregoryjhickman 9 месяцев назад

Only for clients at the moment but i'm working on something in the new year for this.

@geraldhin 5 месяцев назад

Great video! Is there anyway that we can use your Business OS for our agency use?

@gregoryjhickman 5 месяцев назад

As of now if you’re a client yes. We will likely bundle it up to sell later this year

@missosixnine 5 месяцев назад

Thank you for this video! Im wondering if ypu have a template of your workspace?

@Josh-i6ijosh 17 дней назад

Which notion plan did you use?

@munjikahalah Год назад

Would love to have a duplicate link on here! Starting out my agency and would love to bring these Project Management skills to the team. They'd be thrilled.

@gregoryjhickman Год назад

something is in the works.

@zacktittle7165 Год назад

Do you have a template or link to share for people to duplicate?

@HoangNguyen-vg3nw 6 месяцев назад

Does every employees have their own paid subscription Notiom account? Or just some core members ? Can you share about how much money u spend each month for Notion?

@gregoryjhickman 6 месяцев назад

We are on plus plan. So we have 4 core team members and the others are accessing specific pages.

@bambanx Месяц назад

Can you connect to api meta ads? To bring data of your campaigns? Thanks you

@gregoryjhickman Месяц назад

I’m not sure but I’d imagine you can.

@chipresmusic 5 месяцев назад

This is awesome

@JuanPabloOrozcoBarba Год назад

I run a Marketing Agency. We use Asana. We are evaluating Clickup and Notion. Asana is very task oriented, one team member can asign a task to another team member. Every team member can see a view of all the tasks due for today. How does your team manages tasks in Notio? How do you asign tasks to other team members? How can you see all the tasks that are due today?

@gregoryjhickman Год назад

We use a task database and there are specific filters that allow each team member to have their own personalized view of their own tasks. And Tasks can be assigned to a person .

@JuanPabloOrozcoBarba Год назад

@@gregoryjhickman Thanks!

@kristimeenan50 Год назад

@@gregoryjhickman so by "assigning" something to a person, does that restrict the ability for others to "view"? I'm concerned about client privacy.

@gregoryjhickman Год назад

@@kristimeenan50 In notion you have a lot of preferences to control that sort of stuff. I'd have to know more details to be honest to understand your situation

@alexanderrittner9714 4 месяца назад

What do you use to create SOPs? I use google docs. Would I just copy the link into Notion?

@gregoryjhickman 4 месяца назад

you can link it from notion or just have them in Notion.

@alexanderrittner9714 4 месяца назад

You can create the actual SOP within Notion?

@Josh-i6ijosh 17 дней назад

Which Notion plan did you subscribe?

@JoshB1993 7 месяцев назад

This is great, any chance of having this as a template to share?

@gregoryjhickman 7 месяцев назад

Working on turning it into a small product.

@shawnmiely Год назад

Sweet setup - how do you guys track performance metrics in Notion? How do you visualize these over time? Do you have integrations with Looker or something like that?

@gregoryjhickman Год назад

A few key quarterly objectives are tracked and reported on in Notion but we have a company scorecard that tracks key metrics by dept that is in google sheets.

@kristimeenan50 Год назад

@@gregoryjhickman fantastic! would love to see something like this. do you have a video?

@gregoryjhickman Год назад

@@kristimeenan50 Not yet, added to the list!

@themarketingpros5517 8 месяцев назад

This was amazing !

@gregoryjhickman 8 месяцев назад

Thanks!

@Payaraislam787 6 месяцев назад

Can you give us the link where we go and duplicate this template

@gregoryjhickman 6 месяцев назад

It’s not currently available for free.

@hvyluong 2 месяца назад

Is it possible to buy it?

@jasonkoeppe2200 11 месяцев назад

Anyway you could make a generic template in motion of the setup?

@brendanang_ 7 месяцев назад

How many of these pages do you refer back to?

@gregoryjhickman 6 месяцев назад

A handful daily. A few others weekly. many monthly or less. But the team uses a lot of the knowledge base docs and SOPs

@mjb4auburn Год назад

We are also using Notion across our agency. I am still using Google sheets for some scorecards and such bc of the ability to see things in a graphical or chart layout. I am curious how you manage the Workday Startup. How long are your slack reports that you go thru?

@gregoryjhickman Год назад

Workday startup is reviewing our company scorecard and our daily advertising metrics. The slack reports take a couple mins tops.

@lateonbrakes 8 месяцев назад

Do you have an offer for a template on this system?

@gregoryjhickman 8 месяцев назад

Not currently for sale. Only for our members.

@lennysdays Год назад

Can you share how you use it cross-department?

@gregoryjhickman Год назад

Noted for upcoming video

@Marlon-1224 Год назад

Do you have your notion up to be duplicated? I love the content calendar you have!

@gregoryjhickman Год назад

Not at the moment. Coming soon!

@lauralavarrios551 10 месяцев назад

Same, at least the content calendar would be something I would love to have as template

@AhmedAli-so5ke 4 месяца назад

How much are you turning over per month

@DB-rv6uw Год назад

Hey! What should I use to store all of my systems videos for my service landscaping business ? I’m thinking of taking videos on a go pro

@gregoryjhickman Год назад

For internal team usage?

@bogdanromaniuk4292 Год назад

Thanks for the video! How big is your team that uses notion?

@gregoryjhickman Год назад

Between team and contractors - about 10ish

@bogdanromaniuk4292 Год назад

@@gregoryjhickman What challenges should a team of this size be ready for, when using Notion?

@gregoryjhickman Год назад

@@bogdanromaniuk4292 I think it's more about having the patience to make it what you want from the business perspective and then getting each team member to utilize "views" that fit their needs. It's an ongoing optimization and you start from a blank canvas so you need to have some idea of you want it to do.

@bogdanromaniuk4292 Год назад

@@gregoryjhickman Great! Thanks for the feedback!

@filipe10m Год назад

Greg, could you transform it in template and share with us? There are a few insights that I want to implement, but looking just thru the video its hard to replicate.

@gregoryjhickman Год назад

Working on it.

@filipe10m Год назад

@@gregoryjhickman awesome

@sophiestringer Год назад

How do you go about sharing content with employees? I’m wanting to create a page for a new business I’m starting. I’m just wondering if I need to have a personal and business account. If I was to hand over the business in the future, would someone else be able to access the business pages if they were initially created through my account (personal).

@gregoryjhickman Год назад

Each page has permissions.

@Chris-cx6wl Год назад

Thanks for sharing. Feedback for next time. The constant switching between your screen capture of notion and your slideshow is jarring. It is hard to follow what you’re talking about when you keep pulling me away from it. Maybe keep the number of slides to a limit and/or have more time between slides.

@gregoryjhickman Год назад

appreciate the feedback.

@paprmache Год назад

This was interesting, Greg, thanks for sharing! Do you keep client info in here? Is this where your database lives? I've tried a bunch of different things in the past but none of them have been all-encompassing enough. All of my data has been in silos and google sheets and it's getting to the point where it's too scattered for the volume of clients that I have.

@gregoryjhickman Год назад

We have most of our client internal notes, tracking etc in here as well. Our team/faculty update the client's dashboard anytime there is an update.

@paprmache Год назад

@@gregoryjhickman dope! I just spent the day building mine out and I have a contact list x project relational database now. Pretty excited to keep using it, I haven’t gone as in depth as making the to-do lists and stuff like that just yet though. You think you can make a video about your customer workflow and how they move through the pipeline from lead -> close -> follow up? If it’s too public for RU-vid lmk 😅